Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,830 | $27,936-72.0% | $58,561-86.6% | $75,173-89.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.27% | 44.21%-24.9pp | 4251.33%-4232.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $924 | $670+38.0% | $1,053-12.3% | $2,671-65.4% |
| Participant deferral / active EE | $2,329 | $1,202+93.8% | $1,923+21.1% | $4,126-43.6% |
| Admin fee / account holder | $702 | $1,727-59.3% | $2,520-72.1% | $5,651-87.6% |